Dogwood Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56K | Buy |
15
+3
| +25% | +$311 | ﹤0.01% | 591 |
|
|
2025
Q1 | $1.31K | Buy |
+12
| New | +$1.31K | ﹤0.01% | 418 |
|
|
2024
Q4 | – | Hold |
0
| – | -$3 | – | 646 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 424 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 547 |
|
|
2024
Q1 | – | Hold |
0
| – | -$4 | – | 554 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 432 |
|